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November 2025

The Next Industrial Revolution: North America’s Advantage & Why Deglobalization is a Myth
After a Decade of Poor Returns and Capital Starvation Energy Intensive Businesses in North America Are Positioned to Outperform
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Yearning For Yield - A 7% Dividend Payer with A Clean Balance Sheet, Good Management & Upside
Part 1 of a 10 Part Series on Generating Income Through Equity and Corporate Bonds
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The Daily Compounder
Tidewater: Offshore Services Dynamics, M&A, and 2026-2027 Outlook
An Update on Our Favorite Offshore Services Firm
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My Chemical Romance: Olin Corporation Thesis
Chinese Overcapacity, Market ignorance, and artificially low interest rates hide a remarkably valuable business
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Farming, Fragility and Finance: A Case for Agricultural Stocks
Unsustainable Crop Prices and Overly Optimistic Yields Present a Massive Opportunity
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Beyond Cheap: Understanding True Value in Modern Investing
A Conversation Between The Daily Compounder and Raging Bull Capital
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1:35:33
Shortages, Stagflation and Monetary System Shocks
How Todays Market Mirrors that of the 1970-1982 Bear Market and How to Position Capital in a Highly Inflationary Environment
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The Daily Compounder

October 2025

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